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Email templates are only available in Practice Pro + Accounting systems.

To further automate your Actionstep workflows, administrators can create templates for common emails in each matter type. These templates can contain both static text and merge fields. Administrators can make these available to users on the "compose email" screen or associate them with workflow step changes. 

Email templates.mp4

https://actionstep.zendesk.com/hc/en-us/articles/360022855814-Creating-Email-Templates in Actionstep Help Center


Hands-on

  • Create a Matter Type Email template.
  • Send an email using an email template.

 

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